Over the last month, we have been working on a new idea. We spoke to the company CEO several times, we visited the company in Sweden. We talked to other investors. We have been buying, and it is one of our larger positions now.
The company generates 400% revenue growth in 2025, has no debt, posts above 70% EBIT margins, is very profitable and trades only at 6 times this year’s EBIT.
The company has two core clients. The largest is a prominent European conglomerate that tested this company’s product for almost three years. Ultimately, it discontinued its own product to replace it with this company’s product. The company’s quality is attracting additional European and international clients.
The CEO and founder buys shares in the market, voting with his money on the idea.
The company has no research coverage in Scandinavia. Only one German Broker covers this. The stock is very liquid. We will provide the links to the research reports as well.
Stay tuned. Will publish it here and on our Substack https://fitinvestmentideas.substack.com/publish/posts
Stay tuned!
Disclosure:
The goal of the blog is to provide investment ideas for further research. I/we have a beneficial position in the shares discussed above either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. The article does not represent investment advice. Please do your own research before making any investment action.